Title

Licensed Financial Advisor - Cornerstone Community Financial Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Cornerstone Community Financial Credit Union  

Location Cornerstone Community Financial Credit Union - Auburn Hills, MI  

Full-Time/Part-Time Full-Time  

Description

Join a Winning Credit Union Team!

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 16 year track record of serving the investment needs of credit unions and their members.  Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members.  As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

CUSO Financial Services, L. P. is growing and adding a Licensed Financial Advisor at Cornerstone Community Financial in the Auburn Hills, MI area.

Cornerstone Community Financial is a progressive full-service financial institution still owned and operated by more than 18,000 members.  While we are proud to deliver today's sophisticated technology, we've kept our pledge never to forget the exceptional personal service our members deserve at all times. CCF employees take pride in their well-deserved reputation for exceptional member service, and they’re truly the best at what they do.  To learn more about Cornerstone Community Financial, visit www.ccfinancial.com.

 

Position Requirements
  • Licenses and Registrations: NASD/FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.
  • Clean U-4
  • Certified Financial Planner designation preferred
  • Two years sales experience in the financial services industry, preferably in a bank or credit union
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
  • College Degree preferred

Representatives are employed by and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).  We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing.  To learn more about CUSO Financial Services, L.P., go to http://www.cusonet.com/?id=65.

For immediate consideration please apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=723203

EOE

 


This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com


 


 
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